Private Client Tax Manager - London

Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today’s changing world.

We’ll broaden your horizons

Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients’ evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you’re after a career that will keep you on your toes, we’ll give you the autonomy to drive your career forward.

We’ll help you succeed

Our rapidly growing Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients – from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Our expertise helps to manage their global tax proactively and seamlessly.

Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business.
The primary responsibility will be to act as a point of contact within the firm for the client, together with the partner and senior staff.  You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm’s criteria but with a significant element of ad hoc consultancy work.

Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Partners on client matters and assist Partners in the management of the group.  Furthermore, the individual will be expected to recognise business and sales opportunities and progress these forward with senior staff and Partners.

When you join us, we’ll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We’re looking for someone with:

• Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice
• Strong technical ability in the field of private client, in particular providing trust, estate, IHT and succession planning advice to wealthy individuals and trustees
• Ability to maintain an in depth, up to date, knowledge of taxation
• Project management experience
• Team management experience.
• Demonstrable experience of successfully managing a substantial client portfolio
• An inquisitive nature, able to identify opportunities to enhance our client offering
• Senior stakeholder management experience.
• CTA and/or STEP qualified or equivalent

We’re in it together

At BDO, we believe that when our people feel valued and rewarded, their potential is unlimited. We offer highly competitive starting salaries and review remuneration packages regularly to ensure that our pay always positively reflects performance. As well offering support with tuition and professional qualifications, we also provide the following benefits, as standard:

• 28 days’ holiday;
• access to a personal pension scheme, with matched employer contributions;
• life assurance cover;
• and income protection insurance.

That’s not all. We understand that everyone is different so, we offer a range of voluntary benefits to suit every lifestyle. Our flexible benefits platform, Flexcel, means our people can choose from a range of tax efficient options to design a benefit package that best suits them. Through Flexcel, they can:

• buy up to ten days’ extra holiday;
• add on private medical, personal accident, dental insurance or travel insurance;
• enrol in our Bike to Work scheme;
• enjoy discounts off cinemas, dining, and gyms;
• receive an interest free season ticket loan or interest free graduate loan;
• access childcare vouchers;
• take an online health assessment and utilise our employee assistance programme.

We’re looking forward to the future

At BDO, we’re big enough to make the difference and collaborative enough to never lose sight of where we’re going. We know that it’s our people that make our success possible. Across our 17 UK locations, more than 5,000 of them work together to provide tax, audit, assurance and a range of advisory services that help our clients achieve their ambitious goals. Together, they’re fuelling Britain’s economic engine. Behind every complex client challenge and every untapped innovation, they’re there: ensuring we continue to find the right combination of global reach, integrity and expertise. That’s why we’re always looking for ways to invest in our people. That means providing them with an environment where they can grow, learn, laugh and feel respected, at all times.

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